Financial Services Manager

City of Charlotte•Charlotte, NC

1d•$114,294 - $164,298

About The Position

The Financial Services Manager directs the City’s Financial Services Division and its accounting functions, including accounts payable, accounts receivable, cost accounting, financial reporting, travel and reimbursement, and contract approval. The role leads staff and divisional operations, manages workload and resources, prepares and monitors the operating budget, oversees performance and internal controls, and supports employee development. The manager advises the Finance Executive Team and City leadership on financial-services operations, compliance risks, policy implementation, and solutions. The role oversees municipal payment and billing processes, travel and reimbursement programs, tax information reporting, and sales and use tax reimbursement. It also supports and improves related Workday ERP functions, leads financial-services projects and process improvements, and resolves escalated service issues. The position serves as a Deputy Finance Officer under North Carolina General Statute 159, with responsibility for contract pre-audit compliance on behalf of the Chief Finance Officer. Minimum qualifications are a bachelor’s degree in finance, accounting, public administration, business, or a closely related field and five years of relevant work experience, or an equivalent combination of training and experience. A master’s degree in a related field and experience leading staff and high-volume municipal financial operations are preferred. Salary is $114,294.00–$164,298.19, commensurate with experience. Final candidates must pass a pre-employment drug screening and physical examination; skills tests or other assessments may also be required.

Requirements

Bachelor’s degree in finance, accounting, public administration, business, or a closely related field, with five years of relevant work experience; or an equivalent combination of training and experience that provides the required knowledge, skills, and abilities.
Knowledge of municipal financial management and high-volume accounts payable, accounts receivable, travel, reimbursement, and contract approval processes.
Knowledge of North Carolina statutory pre-audit requirements and ability to establish and oversee review and certification controls for legal and financial compliance before obligations and payments.
Knowledge of budgeting, financial, and/or accounting software applications and ability to adapt to evolving technologies.
Leadership skills to set priorities, allocate resources, develop employees, delegate effectively, and build a collaborative, accountable team.
Knowledge of IRS Forms 1099 and 1098 reporting requirements and vendor and customer tax-data controls, and ability to oversee accurate and timely reporting and corrections.
Ability to analyze financial transactions for accuracy, internal-control compliance, and policy adherence.
Ability to analyze problems, evaluate alternatives, and recommend solutions supporting departmental and citywide goals.
Ability to prepare and present clear, concise reports, correspondence, and other written materials.
Ability to establish and maintain cooperative working relationships with other departments, government agencies, and the public.
Ability to lead process improvements and financial-system enhancements, including Workday ERP and related platforms.
Ability to assess service issues, resolve escalated concerns, set priorities, and respond effectively to City departments, employees, vendors, and the public.
Proficiency in Microsoft Office applications.
Final candidates must pass a pre-employment drug-screening test and physical examination; candidates may be asked to take a skills test and/or participate in other assessments.

Nice To Haves

Master’s degree in finance, accounting, public administration, business, or a closely related field.
Experience leading staff and managing high-volume municipal financial operations, including accounts payable, accounts receivable, contract approval, travel, and reimbursement functions.
Knowledge of governmental accounting principles and fund accounting systems.
Knowledge of Workday and Hyland OnBase or similar enterprise and document-management systems.

Responsibilities

Lead the Financial Services Division, including staff supervision and development, workload and resource planning, operating budget preparation and management, performance monitoring, process and project management, internal controls, and divisional operations.
Advise and support the Finance Executive Team and City leadership on financial-services operations, compliance risks, policy implementation, and recommended solutions.
Lead division and citywide projects involving financial services, systems, policies, and process improvement; perform other related duties as assigned.
Serve as a Deputy Finance Officer under North Carolina General Statute 159 and ensure contract pre-audit requirements are met on behalf of the Chief Finance Officer.
Oversee accounts payable, including invoice processing, check requests, employee reimbursements, electronic payments, and travel-related approvals; ensure accurate, timely processing and effective segregation of duties and internal controls.
Oversee accounts receivable operations, including customer billing, account reconciliation, loan administration, and write-offs.
Manage travel and reimbursement operations, including expense reports, spend authorizations, travel card management, reconciliations, and the City’s Travel Card program.
Manage IRS Form 1099 and applicable Form 1098 reporting, including tax-data integrity, preparation, reconciliation, submission, distribution, documentation, controls, corrections, and responses to inquiries.
Direct preparation, reconciliation, and submission of sales and use tax reimbursement in compliance with state regulations, documentation standards, and filing deadlines.
Participate in developing and implementing departmental policies, programs, and procedures.
Support and continuously improve Workday ERP functions for Accounts Payable, Customers, Travel and Reimbursement, and Contract Approval; coordinate system changes with Finance and business partners.
Resolve escalated issues involving departments, vendors, employees, and consultants; establish service expectations and monitor timely, policy-compliant resolution.
Establish delegation, cross-training, and coverage plans to maintain operations and approval authority during absences, vacancies, and peak workloads.
Perform other duties as assigned.